Nonprofit · EIN 23-2506745
WAX FAMILY FUND
Tax-exempt · ALLENTOWN, PA 18104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,896 | $54,164 | $73,732 | $718,725 | $0 | $718,725 |
| June 30, 2024 | 990 | $58,915 | $88,492 | -$29,577 | $642,464 | $0 | $642,464 |
| June 30, 2023 | 990 | $62,301 | $52,826 | $9,475 | $589,076 | $0 | $589,076 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $53,794
- Program service revenue
- $0
- Investment income
- $74,102
- Net gain from sales of assets
- $60,639
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,088
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $50,088
- Management and general (functional)
- $3,976
- Fundraising (functional)
- $100
Balance sheet and other
- Total assets, start of year
- $642,464
- Total assets, end of year
- $718,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $718,725
- Publicly traded securities
- $713,993
- Net assets without donor restrictions
- $718,725
- Gross receipts
- $127,896
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1987
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERILYN ZIMMERMAN | TREASURER/DIRECTOR Trustee or director, Officer | 0.25 | $0 | $210,922 | $14,519 |
| VICKI WAX | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| EILEEN UFBERG | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SAM BUB MD | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SYLVIA BUB | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| NANCY WAX GOLDMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| ROBERT WAX | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERILYN ZIMMERMAN | TREASURER/DIRECTOR Trustee or director, Officer | 0.25 | $0 | $208,406 | $10,675 |
| DENISE AHNER | CONTROLLER Highest-paid employee | 0.25 | $0 | $102,208 | $6,175 |
| VICKI WAX | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| EILEEN UFBERG | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SAM BUB MD | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SYLVIA BUB | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| NANCY WAX GOLDMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| ROBERT WAX | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERILYN ZIMMERMAN | TREASURER/DIRECTOR Trustee or director, Officer | 0.25 | $0 | $192,540 | $5,200 |
| VICKI WAX | PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| EILEEN UFBERG | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SAM BUB MD | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| SYLVIA BUB | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| NANCY WAX GOLDMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| ROBERT WAX | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 702 N 22ND ST, ALLENTOWN, PA 18104-3904
- Principal officer (990 for 2024)
- JERILYN ZIMMERMAN, 702 NORTH 22ND STREET, ALLENTOWN, PA 18104
- Signed the 990
- JERILYN ZIMMERMAN, EXECUTIVE DIRECTOR, JFLV
- Phone
- (610) 821-8946
- Website
- WWW.JEWISHLEHIGHVALLEY.ORG
- Return prepared by
- RKL LLP
Mission
TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.
Program accomplishments
- TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.Expenses $50,088 · grants $50,088
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2506745
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $718,725
- Income (IRS master file)
- $127,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,896 | $54,164 | $718,725 | IRS |
| 990 | June 2024 | $58,915 | $88,492 | $642,464 | XML |
| 990 | June 2023 | $62,301 | $52,826 | $589,076 | XML |
| 990 | June 2022 | $70,116 | $51,616 | $516,781 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2506745).
Questions about WAX FAMILY FUND
- What is the EIN of WAX FAMILY FUND?
- The employer identification number (EIN) of WAX FAMILY FUND is 23-2506745.
- Is WAX FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to WAX FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WAX FAMILY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WAX FAMILY FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAX FAMILY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WAX FAMILY FUND?
- The 990 for the year ended June 30, 2025 names JERILYN ZIMMERMAN.
- Who are the officers and directors of WAX FAMILY FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WAX FAMILY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,896, expenses of $54,164 and total assets of $718,725 at year end.
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